Client Relationship Consultant 2 (Banker) - Anderson, CA
$42,120–$51,480 year
On-site · Anderson, California, United States
Job Summary
Client Relationship Consultants build relationships with customers through in-person, appointment-based, and virtual engagements to provide financial counsel, educate clients on deposit and loan products, and recommend solutions aligned with each client’s goals. The role involves proactive outreach, asking questions to understand financial needs, guiding clients on digital products and services, working with branch teams, opening new consumer and business accounts, and processing service requests while ensuring accuracy and operational excellence. The position emphasizes a digital-first mindset, customer service, and the ability to leverage resources to optimize the client experience across channels.
Required Qualifications
- High school diploma or equivalent
- Typically has a minimum three to four years of job-related retail banking experience or equivalent training
- NMLS registration and compliance with the S.A.F.E. Act and Regulation Z
- Criminal background check and credit check
- Ability to build and foster client relationships through proactive outreach and follow-up
- Proficiency in communicating and demonstrating digital banking products and self-service technologies
- Excellent customer service and interpersonal skills
- Knowledge of consumer and business banking products and services
- Ability to assess customer needs and provide appropriate financial solutions
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